BRWA

B. Riley Wealth Advisors Portfolio holdings

AUM $2.08B
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.88B
AUM Growth
+$379M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
998
New
Increased
Reduced
Closed

Top Buys

1
+$9.36M
2
+$8.76M
3
+$8.76M
4
BABA icon
Alibaba
BABA
+$8.73M
5
TTD icon
Trade Desk
TTD
+$6.75M

Top Sells

1
+$6.7M
2
+$6.51M
3
+$5.85M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$2.12M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$1.82M

Sector Composition

1 Technology 15.3%
2 Healthcare 7.8%
3 Consumer Discretionary 7.47%
4 Communication Services 5.95%
5 Financials 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$210K 0.01%
4,116
-892
827
$209K 0.01%
+667
828
$209K 0.01%
+4,950
829
$209K 0.01%
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830
$208K 0.01%
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831
$208K 0.01%
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832
$208K 0.01%
15,089
-8,697
833
$207K 0.01%
6,754
-164
834
$207K 0.01%
4,800
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835
$204K 0.01%
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836
$203K 0.01%
34,084
-15,575
837
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+4,056
838
$203K 0.01%
+6,020
839
$203K 0.01%
7,156
-3,000
840
$202K 0.01%
36,916
+1,678
841
$201K 0.01%
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842
$201K 0.01%
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843
$200K 0.01%
13,100
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844
$197K 0.01%
49,507
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$196K 0.01%
23,876
+4,381
846
$192K 0.01%
35,229
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847
$189K 0.01%
19,690
+30
848
$188K 0.01%
16,606
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849
$186K 0.01%
+106,950
850
$184K 0.01%
13,279
-696
32 33
34
35 36